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Cloud Wealth Management

Cloud Wealth Management

Financial ServicesFlag of CAVaughan, Ontario, Canada1-10 Employees

Company overview

Headquarters3700 Steeles Ave W, Suite 1001, Woodbridge, Ontario L4L 8M9, CA
Phone number+16477936383
Website
NAICS52
Keywords
Investments, Wealth Management, Life Insurance, Education Savings Plans, Disability Insurance, Financial Plan, Tfsa, Critical Illness, Health Plan, RSP, Group Medical Dental Plans, Pension Management For Business Owners, Pensions For Individuals
Founded2019
Employees1-10
Socials

Key Contact at Cloud Wealth Management

Flag of CA

Sean Clouden

Founder & Wealth Manager

Cloud Wealth Management Email Formats

Cloud Wealth Management uses 1 email format. The most common is {first name} (e.g., john@cloudwm.ca), used 100% of the time.

FormatExamplePercentage
{first name}
john@cloudwm.ca
100%

About Cloud Wealth Management

Cloud Wealth Management is one of Canada’s leading independent financial services brokers. Being independent allows us to give you unbiased recommendations always keeping your dreams and long-term objectives as the foundation of our holistic approach to advice. We don’t have any of our own internal products allowing us to remain completely independent providing recommendations that are in line with your specific goals and objectives Mission statement: Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. For over 20 years we have been a strong, stable and trusted financial partner for Canadians Like you, we believe that health, wealth and happiness are branches of the same tree. We take the time to understand more than your financial goals. We are highly focused on understanding who you are and what is important to you. Working with families, professionals, and business owners we have built a solid reputation for delivering a clear and simplified approach to wealth management. We are committed to make you feel confident and comfortably in control of your financial future, so that you can achieve the freedom to do more of what you love. Contact info: Office: 647-793-6383 Cell: 416-721-7552 Email: info@cloudwm.ca

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Cloud Wealth Management revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Cloud Wealth Management has never raised funding before.

Cloud Wealth Management Tech Stack

Discover the technologies and tools that power Cloud Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Astra

Astra

WordPress themes

Gravity Forms

Gravity Forms

Form builders

Slick

Slick

JavaScript libraries

WP Rocket

WP Rocket

Caching

Swiper

Swiper

JavaScript libraries

Google Maps

Google Maps

Maps

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

Bluehost

Bluehost

Hosting

Frequently asked questions

Cloud Wealth Management is located in Vaughan, Ontario, CA.
You can reach Cloud Wealth Management at +16477936383.
Cloud Wealth Management was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Cloud Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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40,000 users

top 50
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most used
tier 1 accuracy

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